Financial Advisory Firms

What Financial Advisory Firms does

Financial Advisory Firms (financialadvisoryfirms.com) is a private, US-based online directory platform that aggregates and categorizes financial advisors, financial advisory firms, and related financial service providers. The platform lists approximately 98,401 entries organized across all 50 US states, major metropolitan areas, and 9+ service categories including Financial Services, Financial Planning, Loan Services, Personal Financing, Investment Services, Personal Loans, Bookkeeping Services, Tax Return Preparation, and Stock Brokers. Individual advisor profiles include contact information, office hours, areas of practice, education, biography, and user-submitted reviews and Q&A content.

The product is a single web-based, self-serve directory with no mobile app, no public API, and no disclosed integrations. The technology stack is described as a searchable database with location- and category-based navigation, SEO-optimized page generation, and interactive review/Q&A functionality. The platform supports user-generated content (reviews, questions, comments) and displays third-party advertising placements (e.g., Regal Assets gold investment promotions on advisor profile pages).

The business operates a freemium marketplace model. Financial advisors can add basic business listings at no cost, with paid premium profile upgrades, profile claiming/customization, enhanced visibility, and advertising placement representing the primary revenue streams. The company employs 11-50 people, is headquartered in Chicago, and serves SMBs (listed advisors) and individual consumers (search users) on a domestic US-only basis. No funding rounds, management team details, partnerships, or revenue figures are disclosed in the source data.

Name

Financial Advisory Firms

Legal name

Financial Advisory Firms

Website

https://financialadvisoryfirms.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Financial Advisory Firms is a private, US-based online directory listing approximately 98,401 financial advisors and firms across all 50 states and 9+ service categories. It operates a freemium model, offering free basic listings alongside paid premium profile upgrades and advertising, serving individual consumers searching for local advisors and small advisory firms seeking visibility.

Ownership category

akta.pro rank

Product category

Online Financial Services Directory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

Keywords

• Financial advisor directory
• Financial services listing
• Online business directory
• Financial advisor search
• Financial services marketplace

Headquarters

HQ city

Chicago

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Digital Commerce or Content

Cost components

Technology or R&D, Operations, Marketing or Sales, Personnel, Infrastructure

Revenue model

1. Premium Profile Listings: Financial advisors can add basic business information for free, with premium profile customization and enhanced visibility available for paid subscribers. The platform offers profile claiming and customization features as paid upgrades.
2. Featured/Advertising Placement: Premium placement and advertising within the directory for financial advisors seeking increased visibility among users searching for financial services.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Financial Advisory Firms operates a web-based financial services directory platform listing approximately 98,401 financial advisors and advisory firms across all 50 US states. The platform allows users to browse, search, and find financial advisors by geographic location (state, city) and by service category, while enabling financial advisory firms to add free basic listings or purchase premium profile upgrades and featured/advertising placement for enhanced visibility.

Product overview

Financial Advisory Firms operates a single unified directory platform that connects users with financial advisors across the United States. The platform provides over 90,000 financial advisor listings organized by service categories (Financial Services, Financial Planning, Loan Services, Personal Financing, Investment Services, Personal Loans, Bookkeeping, Tax Return Preparation, Stock Brokers) and geographic location (states and cities). Individual financial advisor profiles include contact details, office hours, areas of practice, education, biography, and customer reviews. The core product is the directory/search functionality with associated profile pages for each listed advisor.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advisory Firms Directory Platform A searchable online directory platform listing over 90,000 financial advisors and financial advisory firms across the United States, organized by state, city, and service category. Users can browse, search, and find financial advisors while listed firms can add and manage their business profiles.
• Free Basic Business Listing A free basic listing tier that allows financial advisors to add their business to the directory with limited profile information and basic contact details. Functions as the freemium entry point for financial advisory firms.
• Premium Profile Listing A paid upgrade tier that enables financial advisors to claim, customize, and enhance their business profile on the directory with additional categories, richer content, and increased visibility among users searching for financial services. Billed on a monthly recurring basis.
• Featured / Advertising Placement Premium placement and advertising within the directory for financial advisors seeking increased visibility among users searching for financial services, offered as a paid add-on to listings.

Named customers5 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators3 records

Recent moves5 records

Direct peers

• SmartAsset: SmartAsset operates a financial advisor matching and directory platform with millions of users; it competes directly with Financial Advisory Firms for the same consumer-to-advisor lead generation use case.
• NAPFA (National Association of Personal Financial Advisors): NAPFA hosts a fee-only financial advisor directory organized by geography and specialty, directly overlapping Financial Advisory Firms' advisor-discovery value proposition for consumers.
• WealthManagement.com Directory: WealthManagement.com maintains an advisor and firm directory serving the same advisor-discovery use case, and monetizes via premium advisor profiles and advertising analogous to the subject company's model.

Broad incumbents

• Angi (formerly Angie's List): Angi is a scaled marketplace and directory for home and local services that monetizes via subscriptions, ads, and lead-gen; it shares the directory-plus-monetization DNA even though its verticals differ.
• NerdWallet: NerdWallet is a large-scale personal finance platform that includes advisor matching and comparison tools, competing for the same consumer search queries and serving SMB advisors as clients, but on a much broader content-and-tools footprint.
• Yelp: Yelp is a scaled local-business directory with strong SEO and review infrastructure; financial advisors list on Yelp for discovery, making it a direct substitute directory channel for consumer local-intent searches.
• Thumbtack: Thumbtack is a marketplace connecting consumers with local professionals; while broader than financial services, its self-serve listing, quote-based lead generation, and pay-per-lead mechanics are structurally analogous to a financial advisor directory.
• Google Business Profile: Google Business Profile is the default free local-business listing and discovery surface; financial advisors list here in addition to directories, making Google the most consequential indirect competitor for local-intent search traffic.

Emerging players

• Alignable: Alignable is a small-business network and directory with profile, review, and discovery features for local professionals; it overlaps structurally with Financial Advisory Firms' SMB-self-serve directory approach.

Others

• FINRA BrokerCheck: BrokerCheck is the official regulatory directory of licensed brokers and investment advisers; it serves a similar discovery-and-verification need for consumers and is a baseline alternative to commercial directories.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Financial Advisory Firms